CPA - Tax Professional with 30+ years of experience
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MBA and CPA with 30 years of tax analysis experience. 20+ years of excise/sales and use tax experience. 20 years of audit experience. 10 years of both property and corporate tax experience. 8 years of SAP experience. Strong knowledge of tax laws and accounting principles. Comfortable working with all levels of management and clientele.
Excellent written and verbal communication skills. Proficient in MS Office Suite, can learn new systems quickly. Strong analytical and problem-solving skills. Strong in research and account reconciliations.
Able to handle competing priorities with tight deadlines. Strong attention to detail and organizational skills.
Experience in handling tax appeals and working with State and Federal Authorities. Tax Professional with diverse and progressively responsible experience in manufacturing operations.
Background includes audit, analysis, and payroll.
Areas of expertise include: US and Canadian Federal Tax, US and Canadian Audit, State and Provincial Tax, State and Provincial Audit, Sales and Use Tax, US and Canadian Payroll.
Senior Tax Analyst - Kohl's Department Stores, Inc. - Menomonee Falls, WI
(2023-07 - 2024-09)
Responsible for the recent sales tax audits, including: CT MD, NC, NY, TN, TX, related monthly journal entries, incentive compliance and exemption certificate maintenance. Other projects include monthly use tax reviews more than 60,000-line items, State bad debt refunds $.5M., Market Place tax compliance and other technical issues.
Tax Manager - Radancy - Germantown, WI
(2022-02 - 2022-09)
Radancy is an independent technology company that provide SaaS for recruitment and talent acquisition. The Tax position was intended to install Deloitte's recommendations per their review of the Radancy's sales and use tax procedures in regards to the current SaaS literature. The project was cancelled by management.
Contract Employee – State Income Tax Amended Compliance - Roadrunner Transportation Systems Inc.
(2018-01 - 2020-12)
State Income Tax Amended Compliance for years: 2013 -2016.
Contract Employee – Tax - Experis
(2018-01 - 2020-12)
Major Milwaukee Client with 5.5B in Sales
Tax Project Administrator - Outokumpu Stainless USA, LLC - Bannockburn, IL
(2014-01 - 2017-07)
A 1.8-billion-dollar manufacturer, distributor, and marketer of high performance stainless steel products in the U.S. Outokumpu Stainless USA, LLC sources products from facilities in the US and thirty worldwide facilities from its parent Outokump Oyj., a 6.8-billion-dollar corporation. Direct report to the Tax Officer of Outokumpu Stainless USA, LLC.
Marine Industry Tax Consultant - PBH Marine Group - Beverly Hills, CA
(2011-01 - 2013-12)
PBH is an 11 member LLC of marine boat manufacturers with two US plants. State Income and Sales & Use Tax consultant.
Sales Tax Administrator - Walgreens - Deerfield, IL
(2009-01 - 2010-12)
A 67-billion-dollar retail pharmacy operating 7600 drug stores providing pharmacy, health and wellness services, as well as consumer goods in the US and Puerto Rico. Reported to the Director of State Income and Sales & Use Tax Audits.
Senior State and Local Tax Analyst - BRP US Inc. - Sturtevant, WI
(2008-01 - 2009-12)
A $2.3 billion dollar US company manufacturing, distributing and selling recreational products with 2,000 employees. Reported to the Manager of US Taxation. Responsible for the complete oversight of the State tax audit process.
Supervisor Payroll Tax & Expense Administration - CNH America LLC - Racine, WI
(2006-01 - 2007-12)
A $13 billion-dollar worldwide company manufacturing, selling and financing agricultural and construction Equipment with 18,000 employees. Reported to the Manager of Payroll Tax/Benefits/Travel.
Tax Analyst - CNH America LLC - Racine, WI
(2003-01 - 2006-12)
Reported to the Manager of Federal tax compliance.
Tax Audit Supervisor - CNH America LLC - Racine, WI
(1990-01 - 2003-12)
Reported to the Director of World Wide Tax Audits. Responsible for complete oversight of tax audit process.
MBA - Finance & Organization - University of Wisconsin
BS - Accounting - University of Wisconsin
BBA - Finance - St. Norbert College